401(k) Plans

19,321 topics in this forum

1. EIN

   By Guest mk2308, July 27, 2005
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • July 27, 2005

2. amendment of plans for the final 401(k) and removal of Safe Harbor provision

   By Guest wespac, May 17, 2006
   • 1 reply
   • 1.4k views
   • 
   • ERISAnut
   • May 17, 2006

3. Top-Heavy Clarification

   By Guest andmik, December 3, 2008
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • December 5, 2008

4. 401(k) shown on W2

   By archy22, June 13, 2015   

   • w2
   • 1 reply
   • 908 views
   • 
   • Mike Preston
   • June 15, 2015

5. Enhanced Safe Harbor Question....

   By shari.sld@gmail.com, November 8, 2016   

   • Enhanced safe harbor
   • match
   • (and 1 more)

     Tagged with:

     • Enhanced safe harbor
     • match
     • testing
   • 1 reply
   • 903 views
   • 
   • BG5150
   • November 8, 2016

6. Discretionary Match

   By mjf624, February 17, 2017   

   • discretionary match
   • 1 reply
   • 478 views
   • 
   • Kevin C
   • February 17, 2017

7. Deferral Debacle

   By Pammie57, July 26, 2017
   • 1 reply
   • 348 views
   • 
   • Belgarath
   • July 26, 2017

8. Contribution Limitations

   By Guest hkraft, December 16, 1998
   • 1 reply
   • 1.4k views
   • 
   • Larry M
   • December 17, 1998

9. distributions

   By Guest LBH, May 19, 1999
   • 1 reply
   • 1.5k views
   • 
   • MWeddell
   • May 19, 1999

10. Safe Harbor Nonelective in Integrated Plan

    By Guest djsimonetti, January 25, 2000
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • January 25, 2000

11. Auto-Escalate Notice

    By Steamboat, February 2, 2023
    • 1 reply
    • 398 views
    • 
    • Philly9
    • February 4, 2023

12. Related Companies - an easy example (I think)

    By Tom, March 4, 2024
    • 1 reply
    • 753 views
    • 
    • C. B. Zeller
    • March 4, 2024

13. Effect on Rem Amend Period when amending prototype

    By Guest Ruth Glaser, October 12, 2001
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • October 12, 2001

14. Churches and 401(k) Plans

    By Guest LLandau, June 6, 2003
    • 1 reply
    • 994 views
    • 
    • MWeddell
    • June 9, 2003

15. Target Benefit Merger

    By Guest Ashley, October 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • October 13, 2003

16. review of plan documents by terminated employee

    By Guest cmusso, January 6, 2004
    • 1 reply
    • 1k views
    • 
    • FundeK
    • January 6, 2004

17. Distribution from simple IRA

    By Guest cynthiar, February 12, 2004
    • 1 reply
    • 1k views
    • 
    • jevd
    • February 12, 2004

18. 415 apply to double 401k deferrals?

    By Guest rickw, June 3, 2005
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • June 3, 2005

19. Top heavy minimum for partnership

    By rlb64, June 30, 2005
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • July 1, 2005

20. ADP Testing Question

    By Guest facade, September 20, 2006
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • September 20, 2006

21. Change Safe harbor from match to non-elective

    By ombskid, December 21, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2007

22. Need to Change Plan Sponsor

    By waid10, January 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • January 13, 2010

23. Payroll Deduction IRA and 401(k) Plan under same employer

    By Rai401k, November 24, 2015
    • 1 reply
    • 820 views
    • 
    • 401king
    • November 24, 2015

24. Escrow Payments

    By ERISA-Bubs, October 2, 2019
    • 1 reply
    • 573 views
    • 
    • Larry Starr
    • October 3, 2019

25. Stock Options/Code Section 318(a)(4)/Top-Heavy Rules

    By Guest RBJ, October 13, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • October 13, 2000

26. Does an Employer pay an excise tax on de minimus excess contributions?

    By Guest Stone Cowboy, January 29, 2001
    • 1 reply
    • 2.1k views
    • 
    • RCK
    • January 29, 2001

27. Late reporting of Form 5500 Schedule SSA Participants

    By Guest William Zakowski, October 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • pmacduff
    • October 12, 2001

28. Catch up contributions and separate lines of business

    By Guest kbs, November 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • MGB
    • November 2, 2001

29. controlled group of corporations

    By lexi, December 12, 2006
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • December 13, 2006

30. Gap Period Loss

    By CJS07, February 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • March 1, 2008

31. installment option

    By k man, August 20, 2008
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • August 20, 2008

32. Top Heavy

    By Guest durktracy, December 3, 2008
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • December 3, 2008

33. Plan merger & ADP testing

    By Guest Amy Marie, February 8, 2010
    • 1 reply
    • 2.1k views
    • 
    • Kevin C
    • February 9, 2010

34. Top Heavy Unrelated Rollover

    By Dennis Povloski, January 12, 2012
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 12, 2012

35. eligible rollover distribution

    By Rai401k, September 12, 2014
    • 1 reply
    • 969 views
    • 
    • John Feldt ERPA CPC QPA
    • September 12, 2014

36. Related Rollover or not

    By cpc0506, June 1, 2017
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • June 2, 2017

37. Delaying implementation of 401K plan

    By AGT9501, April 17, 2020
    • 1 reply
    • 542 views
    • 
    • Larry Starr
    • April 17, 2020

38. First 5500 for 3-year old Solo 401(k). Beginning assets to report?

    By 401king, January 20, 2021
    • 1 reply
    • 454 views
    • 
    • Lou S.
    • January 20, 2021

39. Safe Harbor Notice

    By Guest Rob, December 17, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 17, 1998

40. What is the time limit for 401k distributions?

    By Guest MaggieRose, October 3, 1999
    • 1 reply
    • 2.2k views
    • 
    • Ervin Barham
    • October 4, 1999

41. How to report elective deferrals vs employer contributions to particip

    By Dawn Hafner, May 4, 2000
    • 1 reply
    • 1.6k views
    • 
    • jkharvey
    • May 4, 2000

42. Top Heavy DC Minimum For Partial Year Participation

    By Guest pjharvey, March 9, 2001
    • 1 reply
    • 1.6k views
    • 
    • pmacduff
    • March 9, 2001

43. After-tax rollovers and subsequent distribution

    By PMC, November 2, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • November 2, 2001

44. Controlled Group

    By Guest pjb, September 4, 2002
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • September 4, 2002

45. excess matching contributions

    By Guest Paul Jalazo, March 21, 2003
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • March 24, 2003

46. Another question related to severance pay

    By jkharvey, May 6, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • May 6, 2005

47. Safe Harbor 401(k) Top Heavy Question

    By MarZDoates, February 24, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • February 24, 2006

48. Safe Harbor Discretionay Match Top Heavy

    By sdix401k, November 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • November 13, 2006

49. QNEC IN 2006

    By Guest geschaft, February 6, 2007
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • February 7, 2007

50. Controlled Group Status Change

    By PMC, June 24, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 8, 2009